7 months ago

Infosys Q3 Beats Expectations, Raises Guidance

Infosys Q3 Beats Expectations, Raises Guidance
Brokerages back Infosys on guidance, deals · financialexpress.com

Infosys, a big tech company, recently shared its results for the last three months.

The company made a bit less profit than before, but this was mostly because of a one-time cost related to new labor laws.

The good news is that the company's revenue grew a little, and it expects to grow even more in the next year.

Experts who study the market think this is a good sign.

They also like that Infosys has a lot of big new deals in the works.

Some parts of the company, like healthcare and banking, did really well, but others, like manufacturing, are facing some challenges.

Overall, the experts believe Infosys is doing well and is set for growth in the future.

The company also has a lot of projects related to artificial intelligence, which is a big trend in technology.

However, there are some risks, like one of their big clients looking for new suppliers, which could affect future revenue.

Key facts

Revenue (Q3FY26)
$5.1 billion (up 0.6% QoQ)
Net Profit (Q3FY26)
₹6,654 crore (down 9.6% QoQ)
Adjusted Operating Margins
21.2%
Large Deals Pipeline
$4.85 billion (57% net new)
Revenue Growth Guidance (FY26)
3–3.5% (upgraded from 2–3%)
Sectoral Growth (Q3FY26)
Healthcare up 13%, BFSI up 2.3%
Free Cash Flow Conversion
113% of adjusted net profit
AI Projects
4,600+
Daimler Contract
Until December 2025

Timeline

  1. Infosys axed 800 trainees who failed tests, saving costs.

  2. Then, it introduced referral rewards, reversing savings.

  3. Next, it announced employee raises, hitting results again.

  4. Latest results show one-time cost impact, despite revenue growth.

  5. Analysts stay optimistic about Infosys' future.

Quotes

Aparna Iyer

Chief Financial Officer of Wipro

“Our IT services operating margins at 17.6% expanded both sequentially and on a year-on-year basis. This is our best margin performance in the last few years.”
financialexpress.com
“The restructuring exercise had now been completed and that no further charges were expected.”
financialexpress.com

Srini Pallia

CEO and Managing Director of Wipro

“We are seeing a continued flow from last quarter in terms of our deal momentum, vendor consolidation and a very clear shift towards AI-led transformation.”
financialexpress.com

Saurabh Gohil

Chief Human Resources Officer of Wipro

“The company continued to work with campuses to train and hire talent in specialised areas such as AI, data engineering and cybersecurity, though a decision on wage hikes has not yet been taken.”
financialexpress.com

Sources

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Not Found

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